Steps to Create and delete Custom Groups

Steps to create a custom group

1- The user clicks on “Settings”, then selects “Groups”, then clicks on “Create Group”

2- The user enters the group name and a description of the group, if any.

3- Selecting the employees who will be present in the group.

The filter can also be used to search for an employee, to add them to the group.

4- Then the user selects the group managers (note that the managers who will appear in the list are the users who have already been given the “Group Manager” privilege).

Note: Only the primary group managers are included in approval circles.

5- The user clicks on “Create”.